Financial Planning for Life 

CONNECT

Address:

San Antonio Office:
18756 Stone Oak Pkwy, Ste 200
San Antonio, TX 78258
Phone: 210.998.5605
Fax: 210.855.3252

Austin Office:
1250 Capital of Texas Hwy S.
Building 3, Suite 400
Austin, TX 78746
Phone: 512.329.1940
Fax: 888.600.7671

Fair Oaks Ranch Office:
8000 Fair Oaks Pkwy, Suite 104
Fair Oaks Ranch, TX 78015
Phone: 210.530.1270
Fax: 888.600.7671

Phone:

Associates

 
  • Jereme D. Brisco,

    CFP®, ChFC®

    Managing Partners

  • Michael Dubensky,

    CFP®, CLU®, MBA

    Managing Partners

  • Jon T. Thompson,

    CFP®, ChFC®

    Managing Partners

  • Rusty Whittaker,

    MBA, CFP®

    Executive Wealth Manager

  • Jennifer Goldstein

    Administrative Assistant

  • Max Rodriguez

    CFP®

    Executive Wealth Manager

  • Robert Harlan

    CFP®

    Executive Wealth Manager

  • John Lander,

    CFP®, ChFC®, MBA

    Executive Wealth Manager

  • Mark Stawarz,

    CFP®, ChFC®

    Executive Wealth Manager

  • Heidi Malone

    CFP®, CLU®, ChFC®, MBA

    Executive Wealth Manager

  • Youree McBride, CFP®, CWS®

    Executive Wealth Manager

  • Richard Poligala, CFP®

    Executive Wealth Manager

  • Geraldo Reyes, CFP®, ChFC®, CLU®

    Executive Wealth Manager